Get Up and Running
Follow these steps to start analyzing your data in minutes.
Your Equals [workspace](/docs/getting-started) is home to all your workbooks, datasources, queries, and views. Enable auto-join under [Settings > Workspace](https://go.equals.com/settings?tab=workspace) to automatically add team members with matching email domains.
Connect to [databases and warehouses](/docs/connecting-sql-databases-to-equals) like PostgreSQL, Snowflake, and BigQuery, or SaaS tools like [Stripe](/docs/arr-build-get-started), Salesforce, and HubSpot. Data syncs automatically to your [Equals Warehouse](/docs/data-syncing-overview) powered by Snowflake.
Use the [SQL editor](/docs/getting-started#explore-data) or drag-and-drop [query builder](/docs/getting-started#explore-data) to explore your data. [Schedule queries](/docs/getting-started#explore-data) to run automatically on a fixed cadence.
```sql theme={null}
-- Example: Query your synced Stripe data
SELECT customer_id, SUM(amount) as total_revenue
FROM stripe.charges
WHERE status = 'succeeded'
GROUP BY customer_id
ORDER BY total_revenue DESC
```
Create powerful analyses with [spreadsheet functions](/docs/how-to-spreadsheet), [pivot tables](/docs/getting-started#analyze-data), and [charts](/docs/getting-started#analyze-data). Press `Cmd/Ctrl + J` to open [AI Assist](/docs/getting-started#analyze-data) for help writing formulas and SQL. For SaaS companies, check out the [ARR Build](/docs/arr-build-get-started) for automated revenue reporting.
Transform your analysis into live, board-ready [dashboards](/docs/getting-started#report-on-data). [Distribute to Slack or email](/docs/getting-started#report-on-data) on a custom schedule, or export as PDF.
Explore the Documentation
Discover how to connect, transform, explore, and analyze your data.
Connect to databases, data warehouses, and SaaS tools. Sync data to your
Equals Warehouse powered by Snowflake.
Use Views to transform raw data into clean, analysis-ready tables with
SQL. Build dependencies like DBT pipelines.
Query data with the SQL editor or drag-and-drop query builder. Schedule
queries and create saved queries.
Use spreadsheet fundamentals, pivot tables, charts, and AI Assist to build
powerful analyses.
Connect Your Data
Equals connects directly to your databases, data warehouses, and frequently
used apps.
Learn to Build Analyses
Whether you're new to spreadsheets or a seasoned pro, learn best practices
for building powerful analyses.
Structure workbooks for clarity.
Clean and transform your data.
Create and share with your team.
Frequently Asked Questions
Common questions about security, datasources, and the Equals platform.
All sensitive credentials (passwords, SSH keys, OAuth tokens) are stored
encrypted in our database with keys only accessible to necessary
production servers. Equals is SOC 2 Type II certified.
Yes, we always connect from the static IP address `54.68.61.53`. You may
need to allowlist this IP in your database firewall.
Equals supports SQL databases (PostgreSQL, MySQL, Redshift, BigQuery,
Snowflake), and SaaS tools including Stripe, Salesforce, HubSpot,
Intercom, Zendesk, Shopify, and more.
When you connect multiple supported datasources, they automatically sync
to your own Equals Warehouse powered by Snowflake. This allows you to
join, transform, and query data across sources.
Need help?
Reach out to us via Intercom, watch tutorials, or contact support directly.